Original filing (PDF)20240723080800NAL0019122768001

SOLOWITZ & ASSOCIATES CERTIFIE

Name: SOLOWITZ & ASSOCIATES CERTIFIE — SOLOWITZ & ASSOCIATES CERTIFIE 401(K) PROFIT SHARING PLAN & TRUST, Form 5500 (2023)
Creator: SOLOWITZ & ASSOCIATES CERTIFIE

Form 5500-SF

FILING_RECEIVED

SOLOWITZ & ASSOCIATES CERTIFIE 401(K) PROFIT SHARING PLAN & TRUST

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$168K

Net assets (EOY)

$168K

Plan health score

Top-tier plan health

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool. Based on 70% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

Vendor & structure

100

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.
High account-holder ratio — balance-holders per active participant in the top 15% of peers (93rd percentile).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for SOLOWITZ & ASSOCIATES CERTIFIE.

Plan sponsor

Name

SOLOWITZ & ASSOCIATES CERTIFIE

EIN

81-4873353all filings

Address

71650 SAHARA RD - STE 1 · RANCHO MIRAGE, CA · 92270

Phone

(760) 423-0133

Industry